Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $36.4B
1-Year Est. Return 20.08%
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$18.4B
AUM Growth
+$1.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,038
New
Increased
Reduced
Closed

Top Buys

1
+$40.4M
2
+$33.8M
3
+$30.1M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$29.8M
5
IVOL icon
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
+$28.7M

Top Sells

1
+$109M
2
+$54.1M
3
+$38.3M
4
NFLX icon
Netflix
NFLX
+$37.7M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$30.5M

Sector Composition

1 Technology 8.92%
2 Consumer Discretionary 5.09%
3 Financials 4.72%
4 Healthcare 4.37%
5 Communication Services 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2976
– –
-22,021
2977
– –
-22,007
2978
– –
-11,287
2979
– –
-23,033
2980
– –
-17,562
2981
– –
-317,040
2982
– –
-109,100
2983
– –
-7,148
2984
– –
-6,367
2985
– –
-1,249
2986
– –
-242,956
2987
– –
-15,051
2988
– –
-107,330
2989
– –
-6,069
2990
– –
-8,400
2991
– –
-3,930
2992
– –
-940
2993
– –
-8,664
2994
– –
-17,164
2995
– –
-2,584
2996
– –
-17,438
2997
– –
-14,602
2998
– –
-33,335
2999
– –
-14,455
3000
– –
-74,097
118 119
120
121 122